Generate delivery notes automatically with Docmosis
Swiftask connects your logistics data to Docmosis. Produce compliant delivery notes instantly, with no manual data entry.
Result:
Eliminate entry errors and accelerate your shipments through seamless, end-to-end automation.
AI Agents
docmosis
Connector docmosis · Secure OAuth 2.0
Manual delivery note entry slows down your logistics
Manually creating delivery notes is a frequent source of errors and delays. Data is scattered, formatting takes time, and the risk of typos in addresses or quantities directly impacts your customer satisfaction.
Main negative impacts:
Preparation errors
Repetitive human entry inevitably leads to errors on delivery notes, leading to returns and disputes.
Inefficient processes
Time spent formatting each document manually prevents your logistics teams from focusing on higher-value tasks.
Lack of scalability
During peak times, your administrative team becomes a bottleneck, unable to keep up with shipping volume.
Swiftask automates document creation with Docmosis. As soon as an order is validated, your data is injected into your Docmosis templates to generate print-ready PDFs instantly.
BEFORE / AFTER
What changes with Swiftask
Traditional management
An operator extracts data from the CRM, opens a word processor, manually fills in delivery note fields, verifies information, exports to PDF, and emails it. A long and error-prone process.
Swiftask + Docmosis automation
The order is confirmed in your system. Swiftask retrieves the data, sends it to Docmosis, which generates the personalized delivery note instantly. The file is automatically stored or sent to the relevant department.
Setting up your automation in 4 steps
1
STEP 1 : Define your Docmosis templates
Upload your delivery note templates to Docmosis. Use simple tags to identify dynamic areas (customer, products, quantities).
2
STEP 2 : Connect Swiftask to Docmosis
Configure the integration in Swiftask. Link your data sources (CRM, ERP) to the Docmosis generation engine via our secure connector.
3
STEP 3 : Configure triggers
Define the trigger event: order creation, status change, or payment confirmation.
4
STEP 4 : Automate production
Activate the workflow. Each new delivery note is generated automatically and sent to your chosen destination (email, Cloud storage, print).
Advanced document features
Your AI agent extracts key order data and maps it precisely to your Docmosis templates, ensuring total consistency.
- Target connector: The agent performs the right actions in docmosis based on event context.
- Automated actions: Real-time PDF generation. Dynamic product table filling. Logical condition application (e.g., special mentions for international shipping). Automatic storage of generated documents.
- Native governance: Traceability for every generated document is ensured by Swiftask, simplifying your logistics archive management.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-docmosis@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Operational benefits
Maximum precision
Zero entry errors thanks to automated data injection directly from your source system.
Massive time savings
Reduce document creation time from several minutes to just milliseconds.
Brand consistency
Every delivery note perfectly matches your branding thanks to Docmosis templates.
Unlimited scalability
Handle hundreds of delivery notes daily with no additional workload for your teams.
Simplified compliance
Every generation is logged, ensuring a clear audit trail for all your shipping operations.
Security and privacy
Swiftask applies enterprise-grade security standards for your docmosis automations.
- Data encryption: All data transmitted between Swiftask, your systems, and Docmosis is encrypted.
- Access management: Precisely control who has the right to edit templates or view generation logs.
- GDPR compliance: Your data is processed in accordance with the strictest security standards on the market.
- Full audit trail: Access a detailed history of all document generation operations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Creation time | 5-10 minutes (manual) | Under 2 seconds (auto) |
| Error rate | 5-10% (human) | 0% (automated) |
| Processing cost | High (labor) | Drastically reduced |
| Daily capacity | Limited by headcount | Unlimited |
Take action with docmosis
Eliminate entry errors and accelerate your shipments through seamless, end-to-end automation.